Overview
This role supports the organization’s inorganic growth strategy by leading transaction workstreams and contributing across the full merger and acquisition (M&A) and strategic partnership lifecycle.
Responsibilities include financial modeling, valuation, due diligence coordination, transaction execution support, and post-transaction planning, in partnership with Corporate Development leadership, business units, Corporate Strategy, and cross-functional teams.
Responsibilities
- Lead financial modeling, valuation, and business case development for assigned M&A, investment, and strategic partnership opportunities.
- Independently manage defined transaction workstreams and support evaluation and execution of opportunities end to end.
- Assess strategic fit, market dynamics, competitive positioning, transaction economics, and key risks; synthesize findings into actionable recommendations.
- Partner with business units and Corporate Strategy to identify, prioritize, and evaluate opportunities aligned with growth objectives and portfolio strategy.
- Coordinate cross-functional due diligence across finance, legal, tax, strategy, regulatory, and business unit teams; manage workplans, timelines, issue logs, and decision trackers.
- Prepare executive-ready transaction summaries, investment memoranda, presentations, and recommendations for senior leadership.
- Support transaction execution, including advisor coordination, document review, data room management, issue resolution, and timeline tracking.
- Contribute to deal structuring and negotiation preparation by evaluating strategic, financial, and operational tradeoffs.
- Develop and maintain relationships with investment bankers, external advisors, and other intermediaries to support opportunity development and efficient execution.
- Support post-transaction planning, including integration readiness, milestone tracking, and performance follow-up.
- Improve Corporate Development processes, templates, tools, and analytical frameworks to promote consistency and efficiency.
- Coach and provide day-to-day guidance to Analysts and Senior Analysts on modeling, research, diligence coordination, and transaction processes.
Requirements
- Bachelor’s Degree and 4 years of relevant experience, or Associate’s Degree and 6 years of relevant experience, or High School Diploma or Equivalent and 8 years of relevant experience required.
- Bachelor’s degree in Finance, Marketing, Strategy, Economics, Accounting, or a related field and 6+ years of experience in investment banking, corporate development, business development, strategic finance, or strategy.
- Ability to independently lead complex analyses and manage multiple workstreams, priorities, and deadlines.
- Strong understanding of valuation, transaction economics, business case development, and due diligence workflows.
- Strategic thinking skills to connect market trends, competitive dynamics, and portfolio priorities to opportunity assessment.
- Cross-functional leadership and influence in a matrixed environment.
- Strong written and verbal communication skills, including the ability to distill complex issues into clear recommendations for senior leaders.
- High attention to detail and discretion when handling sensitive and confidential information.
- Demonstrated relationship-building skills and ability to coach and develop less experienced team members.
Preferred Qualifications
- Experience in M&A, investments, strategic partnerships, or corporate development, ideally in MedTech, medical devices, healthcare, or life sciences.
- Direct experience leading components of M&A, investment, or strategic partnership processes, including financial analysis, due diligence, and transaction execution support.
- Strong financial modeling, valuation, and business case development experience supporting investment, acquisition, or partnership decisions.
- MedTech, medical device, or broader life sciences experience; familiarity with orthopedic or surgical markets is a plus.
- MBA or other advanced degree.
Travel Expectations
Compensation & Benefits
- Expected compensation range: $115k to $140k, plus target bonus.
Equal Opportunity Statement
EOE/M/F/Vet/Disability